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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-07-29 |
Branch Locations
2501 Parmenter St.,Suite 200B, Middleton, WI 53562 • United States
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Amerprise Financial Services Inc | Minneapolis | MN | 01/2018 | 11/2019 |
| Capital Wealth Advisory Group | Madison | WI | 03/2017 | 08/2017 |
| Cardinal Glass Industries | Portage | WI | 06/2016 | 04/2017 |
| University Of Wisconsin Madison | Madison | WI | 09/2013 | 12/2017 |
| Edward Jones | St Louis | MO | 03/2020 | 02/2021 |
| Unemployed | Minneapolis | MN | 11/2019 | 03/2020 |
| The Benefit Companies | Brookfield | WI | 10/2021 | 07/2024 |
| Unemployed | Madison | WI | 03/2021 | 10/2021 |
| Cetera Advisor Networks Llc | El Segundo | CA | 01/2022 | 07/2024 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | 07/2024 |
| Lpl Financial Llc | Middleton | WI | 07/2024 | Present |
| Global Retirement Partners, Llc | San Rafael | CA | 07/2024 | Present |
1- 07/2024 / ASSURED PARTNERS FINANCIAL ADVISORS / DBA for LPL Business (entity for LPL business) / Inv Related 2- 08/07/2024 - GLOBAL RETIREMENT PARTNERS - Registered Investment Advisor Hybrid - Advisor - Investment Related - At Reported Business Location(s) - Start Date 7/2/24 - 160 Hours Per Month/ 8 Hours During Trading - I provide investment advisory services through GLOBAL RETIREMENT PARTNERS, an independent investment advisor firm. I started this business activity in 7/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3- 08/07/2024 - ASSURED PARTNERS FINANCIAL ADVISORS - Registered Investment Advisor DBA - Advisor - Investment Related - At Reported Business Location(s) - Start Date 7/3/24 - 160 Hours per Month/ 8 Hours during Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-16 |
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